Florida Trusts and Estates Attorney Helping You Plan

Preserving your family’s wealth for future generations

Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, the attorneys at Eugene E. Waldron, Jr., P.A. can help with all aspects of trusts and estates issues, including:

Estate planning

Estate tax issues

Choosing the appropriate executor

Guardianships

Living wills

Living trusts

Wills drafting

Securing your legacy

You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones.

Draft your living will and last will and testament

A will is essential at every stage of your life. Your living will sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored.
Your last will provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity. If you die without a will, the court determines how your property is distributed, who cares for your children and even what happens to your pet, making decisions that might not reflect your desires.

We can draft valid wills that ensure your intentions are honored.

The process of probate

Most executors have rarely if ever probated a will and know little about the process. We can guide you through the complex probate process, including:

Filing the will with the Florida probate court

Developing the best strategy for fairly and expeditiously probating the estate

Finding and collecting assets

Closing and opening bank accounts

Transferring assets from the deceased to the estate

Paying estate taxes

Valuing, managing, preserving and liquidating the estate

Locating beneficiaries

Hiring experts, when appropriate

Probate disputes

Even in apparently straightforward estate cases, there are sometimes disputes between beneficiaries. Our attorneys’ professional courtroom presence can calm the emotionally-charged process of probating a challenged will or disputed executor or judicial decision. When it is in the best interests of our client to preserve cordial familial relationships, our attorneys are adept at mediating these disputes. When necessary, we assertively defend our client’s beneficiary rights within the Florida probate court.

Eugene E. Waldron, Jr., P.A is located in Arcadia, Fl and serves clients in and around Nocatee, Fort Ogden and De Soto County.

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